TAI: Configuring the TAI Connector

Introduction

The TAI software is a sophisticated TMS that allows for management of freight loads in detail.  TAI works best when paired with Salesforce as the front-end CRM capability.  Data can be initiated from Salesforce and sent into TAI as the customer opportunity is created.  In addition, details about shipments can be returned into Salesforce so that the sales reps/brokers can see status information about loads that they've processed.

Function Overview

The different connectors enabled are set up to send required data from Salesforce to initiate capabilities in TAI.  There are also functions that allow the retrieval of this data from TAI for display and/or reporting in Salesforce

Implementation Strategy

The typical implementation will be to map as much information as is available in the Salesforce objects into TAI, and then send that information to TAI when the business justification for initiating delivery has been reached.  You will need to add information onto Salesforce records so that you can store the TAI record ids for these items - as it is required for later communication with TAI to identify records using their TAI record identifiers.

Implementation Instructions

Delete Commissions

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Get Accounting Profile

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Get Commissions

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Get Customer

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Get Shipment

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Post Carrier

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Post Commission

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Post Customer

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Post Shipment

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Post Staff

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Put Accounting Profile

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Put Carrier

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Put Customer

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Put Staff

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API Function Data Dictionary

This document provides details on the Nexus API fields, their event types, and data types, grouped by API function.

DELETE Commissions

API Field Details

Nexus API Field Name Event Type Data Type
commissionId Outbound Number

GET AccountingProfile

API Field Details

Nexus API Field Name Event Type Data Type
preferredInvoicingMethod Inbound Text
statementDeliveryFrequency Inbound Text
collectionNoticeDeliveryFrequency Inbound Text
invoicingAutomationMethod Inbound Text
enablePastDueNotification Inbound Boolean
OriginatingRecordId Inbound Text
paymentPreference Inbound Text
creditLimit Inbound Number
podRequiredWithInvoice Inbound Boolean
bolRequiredWithInvoice Inbound Boolean
includeShipmentOwnerOnInvoice Inbound Boolean
allowZeroMarginInvoiceAutomation Inbound Boolean
organizationId Outbound Number

 

GET Commissions

API Field Details

Nexus API Field Name Event Type Data Type
amountMaximum Inbound Number
ignoreHouseCommission Inbound Boolean
calculationType Inbound Text
organizationId Inbound Number
rate Inbound Number
commissionId Inbound Number
OriginatingRecordId Inbound Text
staffId Inbound Number
inHouseCommission Inbound Boolean
sourceOrganizationId Inbound Number
amountMinimum Inbound Number
priority Inbound Number
shipmentTypes Inbound Text
OrganizationId Outbound Number

GET Customer

API Field Details

Nexus API Field Name Event Type Data Type
name Inbound Text
streetAddress Inbound Text
streetAddressTwo Inbound Text
city Inbound Text
state Inbound Text
zipCode Inbound Text
country Inbound Text
phone Inbound Text
mobile Inbound Text
fax Inbound Text
enabled Inbound Boolean
webAddress Inbound Text
parentIds Inbound Text
referenceNumber Inbound Text
notes Inbound Text
modifiedById Inbound Number
modifiedByName Inbound Text
modifiedDate Inbound Text
createdDate Inbound Text
organizationType Inbound Text
paymentPreference Inbound Text
creditLimit Inbound Number
taxNumber Inbound Text
preferredInvoicingMethod Inbound Text
statementDeliveryFrequency Inbound Text
collectionNoticeDeliveryFrequency Inbound Text
invoicingAutomationMethod Inbound Text
invoiceDeliveryInstructions Inbound Text
podRequiredWithInvoice Inbound Boolean
bolRequiredWithInvoice Inbound Boolean
includeShipmentOwnerOnInvoice Inbound Boolean
allowZeroMarginInvoiceAutomation Inbound Boolean
enablePastDueNotification Inbound Boolean
organizationId Inbound Number
OriginatingRecordId Inbound Text
city Inbound Text
state Inbound Text
zipCode Inbound Text
streetAddress Inbound Text
streetAddressTwo Inbound Text
country Inbound Text
organizationId Outbound Number

 

GET Shipment

API Field Details

Nexus API Field Name Event Type Data Type
shipmentId Inbound Number
latitude Inbound Number
longitude Inbound Number
lastLocationUpdate Inbound DateTime
mileage Inbound Number
name Inbound Text
referenceNumber Inbound Text
staffID Inbound Number
staffName Inbound Text
staffReferenceNumber Inbound Text
salesRepNames Inbound Text
billToOrganizationId Inbound Number
officeOrganizationId Inbound Number
officeName Inbound Text
totalBuy Inbound Number
totalSell Inbound Number
status Inbound Text
carrierMasterId Inbound Number
dotNumber Inbound Text
mcNumber Inbound Text
trackingURL Inbound Text
city Inbound Text
state Inbound Text
zipCode Inbound Text
phoneNumber Inbound Text
tariffName Inbound Text
transitType Inbound Text
buy Inbound Number
sell Inbound Number
attachmentUrl Inbound Text
attachmentType Inbound Text
documentId Inbound Number
shipmentType Inbound Text
stackable Inbound Boolean
trailerType Inbound Text
trailerSize Inbound Text
weightUnits Inbound Text
dimensionUnits Inbound Text
serviceLevel Inbound Text
importExport Inbound Text
referenceType Inbound Text
value Inbound Text
companyName Inbound Text
streetAddress Inbound Text
streetAddressTwo Inbound Text
country Inbound Text
contactName Inbound Text
phone Inbound Text
fax Inbound Text
email Inbound Text
instructions Inbound Text
notes Inbound Text
airportOrTerminalCode Inbound Text
estimatedReadyDateTime Inbound DateTime
estimatedCloseDateTime Inbound DateTime
appointmentReadyDateTime Inbound DateTime
appointmentCloseDateTime Inbound DateTime
actualArrivalDateTime Inbound DateTime
actualDepartureDateTime Inbound DateTime
stopType Inbound Text
referenceType Inbound Text
handlingQuantity Inbound Number
packagingType Inbound Text
length Inbound Number
width Inbound Number
height Inbound Number
weightTotal Inbound Number
hazardousMaterial Inbound Boolean
piecesTotal Inbound Number
freightClass Inbound Text
nmfc Inbound Text
description Inbound Text
additionalMarkings Inbound Text
unNumber Inbound Text
packingGroup Inbound Text
hazmatCustomClassDescription Inbound Text
hazmatPieceDescription Inbound Text
harmonizedCode Inbound Text
hazardClasses Inbound Text
code Inbound Text
type Inbound Text
createdDate Inbound DateTime
resolved Inbound Boolean
driverCellPhoneNumber Inbound Text
hazmatEmergencyContactNumber Inbound Text
name Inbound Text
OriginatingRecordId Inbound Text
referenceNumber Inbound Text
name Inbound Text
scac Inbound Text
value Inbound Text
status Inbound Text
city Inbound Text
zipCode Inbound Text
referenceNumber Inbound Text
shipmentId Outbound Number

 

POST Carrier

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
country Inbound Text
lspCarrierId Inbound Number
streetAddress Inbound Text
streetAddressTwo Inbound Text
city Inbound Text
state Inbound Text
zipCode Inbound Text
country Inbound Text
brokerAuthority Inbound Text
carrierName Inbound Text
commonAuthority Inbound Text
contractAuthority Inbound Text
dotNumber Inbound Text
dotStatus Inbound Text
drivers Inbound Number
fax Inbound Text
iataCode Inbound Text
intrastate Inbound Boolean
streetAddress Inbound Text
mailingPhone Inbound Text
mailingFax Inbound Text
motorCarrierNumber Inbound Text
outOfService Inbound Boolean
phone Inbound Text
powerUnits Inbound Number
rating Inbound Text
scac Inbound Text
trackingUrl Inbound Text
tsaCompliance Inbound Text
webUrl Inbound Text
carrierNotes Inbound Text
creditCardProcessingFee Inbound Number
creditLimit Inbound Number
netTerms Inbound Number
paymentFrequency Inbound Number
preferredPaymentType Inbound Text
contactInformationId Inbound Number
companyName Inbound Text
contactName Inbound Text
mobile Inbound Text
email Inbound Text
requires1099 Inbound Boolean
supportedShipmentTypes Inbound Text
taxId Inbound Text
lspCarrierContactId Inbound Number
airportsServiced Inbound Text
contactType Inbound Text
isFavorite Inbound Boolean
title Inbound Text
nightPhone Inbound Text
lspCarrierInsuranceId Inbound Number
insuranceType Inbound Text
effectiveDate Inbound DateTime
expirationDate Inbound DateTime
policyNumber Inbound Text
insuredAmount Inbound Number
insuredAmountPerPound Inbound Number
notes Inbound Text
sourceType Inbound Text
trailerType Inbound Text
status Inbound Text
acceptCreditCard Inbound Boolean
streetAddressTwo Inbound Text
city Inbound Text
state Inbound Text
zipCode Inbound Text
country Inbound Text
fax Inbound Text
streetAddress Inbound Text
phone Inbound Text
companyName Inbound Text
contactName Inbound Text
mobile Inbound Text
email Inbound Text
streetAddress Inbound Text
zipCode Inbound Text
streetAddressTwo Inbound Text
streetAddressTwo Inbound Text
phone Inbound Text
zipCode Inbound Text
zipCode Inbound Text
state Inbound Text
numberOfUnits Inbound Number
city Inbound Text
phone Inbound Text
streetAddressTwo Inbound Text
city Inbound Text
state Inbound Text
country Inbound Text
fax Inbound Text
streetAddress Inbound Text
state Inbound Text
companyName Inbound Text
city Inbound Text
country Inbound Text
mcNumber Outbound Text
dotNumber Outbound Text
acceptCreditCard Outbound Boolean
carrierNotes Outbound Text
creditCardProcessingFee Outbound Number
creditLimit Outbound Number
intrastate Outbound Boolean
netTerms Outbound Number
paymentFrequency Outbound Text
preferredPaymentType Outbound Text
companyName Outbound Text
contactName Outbound Text
streetAddress Outbound Text
streetAddressTwo Outbound Text
city Outbound Text
state Outbound Text
zipCode Outbound Text
country Outbound Text
phone Outbound Text
fax Outbound Text
mobile Outbound Text
email Outbound Text
requires1099 Outbound Boolean
supportedShipmentTypes Outbound Text
status Outbound Text
taxId Outbound Text

 

POST Commission

API Field Details

Nexus API Field Name Event Type Data Type
shipmentTypes Inbound Text
priority Inbound Number
OriginatingRecordId Inbound Text
amountMaximum Inbound Number
staffId Inbound Number
rate Inbound Number
commissionId Inbound Number
calculationType Inbound Text
isHouseCommission Inbound Boolean
organizationId Inbound Number
sourceOrganizationId Inbound Number
amountMinimum Inbound Number
ignoreHouseCommission Inbound Boolean
amountMaximum Outbound Number
ignoreHouseCommission Outbound Boolean
shipmentTypes Outbound Text
staffId Outbound Number
amountMinimum Outbound Number
isHouseCommission Outbound Boolean
rate Outbound Number
sourceOrganizationId Outbound Number
organizationId Outbound Number
priority Outbound Number
calculationType Outbound Text

POST Customer

API Field Details

Nexus API Field Name Event Type Data Type
includeShipmentOwnerOnInvoice Inbound Boolean
allowZeroMarginInvoiceAutomation Inbound Boolean
webAddress Inbound Text
modifiedById Inbound Number
invoiceDeliveryInstructions Inbound Text
city Inbound Text
name Inbound Text
country Inbound Text
taxNumber Inbound Text
streetAddress Inbound Text
organizationId Inbound Number
notes Inbound Text
enabled Inbound Boolean
preferredInvoicingMethod Inbound Text
invoicingAutomationMethod Inbound Text
createdDate Inbound DateTime
OriginatingRecordId Inbound Text
phone Inbound Text
modifiedByName Inbound Text
state Inbound Text
statementDeliveryFrequency Inbound Text
fax Inbound Text
country Inbound Text
bolRequiredWithInvoice Inbound Boolean
streetAddress Inbound Text
streetAddressTwo Inbound Text
city Inbound Text
creditLimit Inbound Number
state Inbound Text
modifiedDate Inbound DateTime
zipCode Inbound Text
zipCode Inbound Text
streetAddressTwo Inbound Text
mobile Inbound Text
parentIds Inbound Text
referenceNumber Inbound Text
organizationType Inbound Text
paymentPreference Inbound Text
collectionNoticeDeliveryFrequency Inbound Text
enablePastDueNotification Inbound Boolean
podRequiredWithInvoice Inbound Boolean
webAddress Outbound Text
country Outbound Text
allowZeroMarginInvoiceAutomation Outbound Boolean
referenceNumber Outbound Text
streetAddressTwo Outbound Text
streetAddress Outbound Text
city Outbound Text
notes Outbound Text
bolRequiredWithInvoice Outbound Boolean
collectionNoticeDeliveryFrequency Outbound Text
name Outbound Text
streetAddressTwo Outbound Text
zipCode Outbound Text
invoicingAutomationMethod Outbound Text
creditLimit Outbound Number
mobile Outbound Text
includeShipmentOwnerOnInvoice Outbound Boolean
taxNumber Outbound Text
city Outbound Text
statementDeliveryFrequency Outbound Text
phone Outbound Text
fax Outbound Text
invoiceDeliveryInstructions Outbound Text
state Outbound Text
podRequiredWithInvoice Outbound Boolean
state Outbound Text
paymentPreference Outbound Text
preferredInvoicingMethod Outbound Text
enablePastDueNotification Outbound Boolean
parentId Outbound Number
streetAddress Outbound Text
country Outbound Text
zipCode Outbound Text
enabled Outbound Boolean

 

POST Shipment

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
proNumber Inbound Text
carrierSCAC Inbound Text
carrierName Inbound Text
city Inbound Text
poReference Inbound Text
apiQuoteNumber Inbound Text
shipperReferenceNumber Inbound Text
secondaryBOLNumber Inbound Text
serviceLevel Inbound Text
streetAddress Inbound Text
newLiabilityCoverage Inbound Number
usedLiabilityCoverage Inbound Number
companyName Inbound Text
email Inbound Text
fax Inbound Text
tariffDescription Inbound Text
tsaCompliance Inbound Text
pricingInstructions Inbound Text
zipCode Inbound Text
state Inbound Text
apiQuoteNumber Inbound Text
priceLineHaul Inbound Number
accessorialPrice Inbound Number
priceTotal Inbound Number
shipmentStatus Inbound Text
billToType Inbound Text
billOfLadingURL Inbound Text
accessorialCode Inbound Text
billToAccountNumber Inbound Text
shipmentID Inbound Number
country Inbound Text
streetAddressTwo Inbound Text
phone Inbound Text
transitTime Inbound Number
priceFuelSurcharge Inbound Number
instructions Outbound Text
trailerType Outbound Text
amount Outbound Number
hazmatPieceDescription Outbound Text
trailerSize Outbound Text
companyName Outbound Text
freightClass Outbound Text
state Outbound Text
isCommitted Outbound Boolean
additionalMarkings Outbound Text
unNumber Outbound Text
nmfc Outbound Text
email Outbound Text
fax Outbound Text
code Outbound Text
airportOrTerminalCode Outbound Text
zipCode Outbound Text
referenceNumber Outbound Text
weightTotal Outbound Number
height Outbound Number
referenceType Outbound Text
harmonizedCode Outbound Text
serviceLevel Outbound Text
length Outbound Number
contactName Outbound Text
hazardClasses Outbound Text
estimatedReadyDateTime Outbound DateTime
streetAddressTwo Outbound Text
referenceType Outbound Text
description Outbound Text
allowNewShipmentNotifications Outbound Boolean
packingGroup Outbound Number
tariffDescription Outbound Text
value Outbound Text
dimensionUnits Outbound Text
city Outbound Text
carrierSCAC Outbound Text
actualArrivalDateTime Outbound DateTime
rateShipment Outbound Boolean
customerId Outbound Number
importExport Outbound Text
streetAddress Outbound Text
width Outbound Number
appointmentReadyDateTime Outbound DateTime
weightUnits Outbound Text
value Outbound Text
piecesTotal Outbound Number
customerReferenceNumber Outbound Text
shipmentType Outbound Text
stopType Outbound Text
packagingType Outbound Text
stackable Outbound Boolean
appointmentCloseDateTime Outbound DateTime
country Outbound Text
phone Outbound Text
notes Outbound Text
estimatedCloseDateTime Outbound DateTime
actualDepartureDateTime Outbound DateTime
handlingQuantity Outbound Number
hazmatCustomClassDescription Outbound Text
hazardousMaterial Outbound Boolean
type Outbound Text
name Outbound Text
driverCellPhoneNumber Outbound Text
createdDate Outbound DateTime
resolved Outbound Boolean
hazmatEmergencyContactNumber Outbound Text

 

POST Staff

API Field Details

Nexus API Field Name Event Type Data Type
staffSettings Inbound Text
zipCode Inbound Text
state Inbound Text
OriginatingRecordId Inbound Text
login Inbound Text
referenceNumber Inbound Text
shipmentPickedUpStatusChangeNotification Inbound Boolean
mobile Inbound Text
title Inbound Text
defaultShipmentType Inbound Text
staffId Inbound Number
phone Inbound Text
organizationId Inbound Number
shipmentDeliveredStatusChangeNotification Inbound Boolean
country Inbound Text
tariffSettings Inbound Text
proofOfDeliveryNotification Inbound Boolean
streetAddressTwo Inbound Text
shipmentOutForDeliveryStatusChangeNotification Inbound Boolean
streetAddress Inbound Text
city Inbound Text
email Inbound Text
permissions Inbound Text
includeInARCollectionNotices Inbound Boolean
invoiceNotification Inbound Boolean
shipmentStatusChangeNotification Inbound Boolean
contactName Inbound Text
enabled Inbound Boolean
fax Inbound Text
organizationId Outbound Number
permissions Outbound Text
phone Outbound Text
password Outbound Text
enabled Outbound Boolean
mobile Outbound Text
state Outbound Text
shipmentStatusChangeNotification Outbound Boolean
country Outbound Text
invoiceNotification Outbound Boolean
city Outbound Text
shipmentOutForDeliveryStatusChangeNotification Outbound Boolean
streetAddressTwo Outbound Text
contactName Outbound Text
login Outbound Text
defaultShipmentType Outbound Text
email Outbound Text
includeInARCollectionNotices Outbound Boolean
proofOfDeliveryNotification Outbound Boolean
staffSettings Outbound Text
shipmentPickedUpStatusChangeNotification Outbound Boolean
shipmentDeliveredStatusChangeNotification Outbound Boolean
title Outbound Text
tariffSettings Outbound Text
streetAddress Outbound Text
fax Outbound Text
zipCode Outbound Text
referenceNumber Outbound Text

 

PUT AccountingProfile

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
customerOrganizationId Outbound Number
allowZeroMarginInvoiceAutomation Outbound Boolean
paymentPreference Outbound Text
podRequiredWithInvoice Outbound Boolean
invoiceDeliveryInstructions Outbound Text
invoicingAutomationMethod Outbound Text
includeShipmentOwnerOnInvoice Outbound Boolean
statementDeliveryFrequency Outbound Text
taxNumber Outbound Text
bolRequiredWithInvoice Outbound Boolean
preferredInvoicingMethod Outbound Text
creditLimit Outbound Number
enablePastDueNotification Outbound Boolean
collectionNoticeDeliveryFrequency Outbound Text

PUT Carrier

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
contactName Outbound Text
country Outbound Text
city Outbound Text
netTerms Outbound Number
status Outbound Text
preferredPaymentType Outbound Text
paymentFrequency Outbound Number
email Outbound Text
phone Outbound Text
lspCarrierId Outbound Number
state Outbound Text
zipCode Outbound Text
creditCardProcessingFee Outbound Number
taxId Outbound Text
requires1099 Outbound Boolean
creditLimit Outbound Number
fax Outbound Text
acceptCreditCard Outbound Boolean
carrierNotes Outbound Text
streetAddress Outbound Text
mobile Outbound Text
intrastate Outbound Boolean
companyName Outbound Text
streetAddressTwo Outbound Text
supportedShipmentTypes Outbound Text

PUT Commission

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
amountMaximum Outbound Number
organizationId Outbound Number
commissionId Outbound Number
rate Outbound Number
shipmentTypes Outbound Text
calculationType Outbound Text
staffId Outbound Number
isHouseCommission Outbound Boolean
sourceOrganizationId Outbound Number
ignoreHouseCommission Outbound Boolean
amountMinimum Outbound Number
priority Outbound Number

PUT Customer

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
city Outbound Text
notes Outbound Text
name Outbound Text
organizationId Outbound Number
streetAddress Outbound Text
country Outbound Text
city Outbound Text
referenceNumber Outbound Text
zipCode Outbound Text
fax Outbound Text
phone Outbound Text
mobile Outbound Text
state Outbound Text
streetAddress Outbound Text
state Outbound Text
webAddress Outbound Text
streetAddressTwo Outbound Text
streetAddressTwo Outbound Text
zipCode Outbound Text
country Outbound Text
enabled Outbound Boolean

PUT Staff

API Field Details

Nexus API Field Name Event Type Data Type
OriginatingRecordId Inbound Text
phone Outbound Text
state Outbound Text
mobile Outbound Text
streetAddressTwo Outbound Text
title Outbound Text
shipmentPickedUpStatusChangeNotification Outbound Boolean
shipmentDeliveredStatusChangeNotification Outbound Boolean
shipmentStatusChangeNotification Outbound Boolean
proofOfDeliveryNotification Outbound Boolean
shipmentOutForDeliveryStatusChangeNotification Outbound Boolean
contactName Outbound Text
country Outbound Text
staffId Outbound Number
zipCode Outbound Text
includeInARCollectionNotices Outbound Boolean
invoiceNotification Outbound Boolean
city Outbound Text
streetAddress Outbound Text
fax Outbound Text
referenceNumber Outbound Text
enabled Outbound Boolean
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